Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Mandala Wealth Management, LLC
Yield Financial Advisors
Rln Wealth

Similar in size to Mandala Wealth Management, LLC (swap one in):+ Spirit Investment Advisors $22.3M + Lvs Advisory LLC $22.3M + Quantwealth Advisors LLC $20.1M + American Elite Advisory $20.1M

	Mandala Wealth Management, LLC	Yield Financial Advisors Mckinney, TX	Rln Wealth Plymouth, MN
Assets under management	$21.2M	$22.3M	$20.1M
Asset growth, last 2 years	+52%	–	–
Advisory staff	1	1	1
Individual clients	12	52	9
Assets per client	$1.8M	$429K	$2.2M
Clients per advisor	12	52	9
Main custodian	–	–	–
Filing with the SEC since	2015	2026	2026
Tools in their stack	2	–	5
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Jan 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.